Crossmark Global Holdings Inc. Grows Holdings in Rockwell Automation, Inc. $ROK

Crossmark Global Holdings Inc. increased its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK) by 197.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,905 shares of the industrial products company’s stock after purchasing an additional 9,238 shares during the period. Crossmark Global Holdings Inc.’s holdings in Rockwell Automation were worth $5,410,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of ROK. Brighton Jones LLC purchased a new position in shares of Rockwell Automation during the fourth quarter worth about $281,000. AQR Capital Management LLC raised its stake in Rockwell Automation by 75.9% during the 1st quarter. AQR Capital Management LLC now owns 8,139 shares of the industrial products company’s stock valued at $2,059,000 after acquiring an additional 3,513 shares during the last quarter. Empowered Funds LLC raised its stake in Rockwell Automation by 142.7% during the 1st quarter. Empowered Funds LLC now owns 7,305 shares of the industrial products company’s stock valued at $1,887,000 after acquiring an additional 4,295 shares during the last quarter. Acadian Asset Management LLC lifted its position in Rockwell Automation by 233.6% during the 1st quarter. Acadian Asset Management LLC now owns 1,878 shares of the industrial products company’s stock worth $484,000 after acquiring an additional 1,315 shares during the period. Finally, Jump Financial LLC purchased a new position in shares of Rockwell Automation in the 2nd quarter valued at approximately $868,000. 75.75% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on ROK shares. Wall Street Zen lowered Rockwell Automation from a “buy” rating to a “hold” rating in a report on Saturday, May 2nd. JPMorgan Chase & Co. lifted their price objective on shares of Rockwell Automation from $404.00 to $417.00 and gave the company a “neutral” rating in a research report on Wednesday, May 6th. BNP Paribas Exane boosted their price objective on shares of Rockwell Automation from $495.00 to $515.00 in a research note on Wednesday, May 6th. Robert W. Baird cut their price objective on shares of Rockwell Automation from $435.00 to $410.00 and set an “outperform” rating for the company in a research report on Monday, March 30th. Finally, Morgan Stanley restated an “overweight” rating and issued a $525.00 target price on shares of Rockwell Automation in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $438.70.

Rockwell Automation Stock Down 0.2%

ROK opened at $453.17 on Monday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.09 and a quick ratio of 0.76. Rockwell Automation, Inc. has a 12 month low of $290.14 and a 12 month high of $463.48. The stock has a market capitalization of $50.42 billion, a P/E ratio of 47.11, a P/E/G ratio of 2.91 and a beta of 1.56. The business has a 50 day simple moving average of $386.73 and a 200-day simple moving average of $392.01.

Rockwell Automation (NYSE:ROK) last announced its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.88 by $0.42. The firm had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.16 billion. Rockwell Automation had a return on equity of 37.54% and a net margin of 12.36%.Rockwell Automation’s quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.45 earnings per share. Rockwell Automation has set its FY 2026 guidance at 12.500-13.100 EPS. On average, equities analysts anticipate that Rockwell Automation, Inc. will post 13 earnings per share for the current fiscal year.

Rockwell Automation Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Monday, May 18th will be paid a dividend of $1.38 per share. The ex-dividend date of this dividend is Monday, May 18th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.2%. Rockwell Automation’s dividend payout ratio is 57.38%.

Key Stories Impacting Rockwell Automation

Here are the key news stories impacting Rockwell Automation this week:

• Positive Sentiment: Rockwell’s earnings beat and raised FY2026 guidance continue to drive investor optimism about growth and margins. Why Rockwell Automation (ROK) Is Up After Raising 2026 Guidance
• Positive Sentiment: Analysts have been lifting price targets following the strong quarter, which supports the stock’s momentum. Analysts Raise Their Forecasts Following Upbeat Q2 Results
• Positive Sentiment: Market commentary is framing Rockwell as a beneficiary of AI, data-center, and automation spending, which can strengthen the longer-term growth story. Rockwell Automation: Benefiting From The AI Data Center Surge
• Neutral Sentiment: Several insiders sold shares under pre-arranged trading plans, which is worth watching but does not necessarily signal a fundamental change. Executive Insider Sale Filing
• Negative Sentiment: Rockwell disclosed cyber and third-party data-privacy risks tied to its global IT and cloud reliance, a longer-term risk that could weigh on valuation if concerns build. New Cyber / Data Privacy Risk Disclosure

Insiders Place Their Bets

In related news, SVP Rebecca W. House sold 12,100 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $404.27, for a total value of $4,891,667.00. Following the completion of the sale, the senior vice president owned 12,200 shares in the company, valued at $4,932,094. This trade represents a 49.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Christopher Nardecchia sold 14,465 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $410.01, for a total transaction of $5,930,794.65. Following the sale, the senior vice president directly owned 14,232 shares in the company, valued at approximately $5,835,262.32. This represents a 50.41% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 59,087 shares of company stock worth $24,296,483. Insiders own 0.76% of the company’s stock.

Rockwell Automation Company Profile

Rockwell Automation is a global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin. The firm designs, manufactures and supports control systems, industrial control hardware and software, and related services that help manufacturers and industrial operators automate processes, improve productivity and enable data-driven decision making. Rockwell traces its heritage to the Allen-Bradley and Rockwell automation businesses and positions itself as a provider of integrated automation solutions across discrete and process industries.

The company’s product portfolio includes programmable logic controllers (PLCs), human-machine interfaces (HMIs), variable frequency drives, sensors, safety components and other industrial control hardware, often marketed under the Allen-Bradley brand.